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Team lift-out

2 advisors left S••••• F••••••••• L•• for M•••• F•••••••• A•••••••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Diane Kathrine TaylorLivingston, NjMay 8, 2026May 11, 2026
Steven Wayne LiebermanLivingston, NjMay 8, 2026May 11, 2026
The rule
Registrations ended
May 8, 2026
Registered next
May 11, 2026
Branch state
NJ
Cities
1, most in Livingston, Nj
Registered there that day
224 (people still on IAPD; an estimate)
Share of that headcount
0.9%
Succession by the destination
none on the tape